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State Street SPDR Portfolio S&P 500 Growth ETF

713 hedge funds and large institutions have $9.52B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 301 increasing their positions, 237 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 237

10% more call options, than puts

Call options by funds: $22M | Put options by funds: $19.9M

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

1% less funds holding

Funds holding: 722713 (-9)

4.46% less ownership

Funds ownership: 71.75%67.29% (-4.5%)

8% less funds holding in top 10

Funds holding in top 10: 126116 (-10)

18% less capital invested

Capital invested by funds: $11.6B → $9.52B (-$2.06B)

Holders
713
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
11.25%
Holding in Top 10
116
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.94%
% of All Funds
1.83%
New
85
Increased
301
Reduced
237
Closed
82
Calls
$22M
Puts
$19.9M
Net Calls
+$2.04M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
426
Forum Financial Management
Illinois
$649K +$152K +2,331 +31%
LMKC
427
L.M. Kohn & Company
Ohio
$641K +$630K +9,682 New
OCPWS
428
One Charles Private Wealth Services
Massachusetts
$638K
CCA
429
Cadent Capital Advisors
Oklahoma
$637K +$1.11K +17 +0.2%
Betterment LLC
430
Betterment LLC
New York
$635K +$40.9K +628 +7%
DADC
431
D.A. Davidson & Co
Montana
$628K +$1.11K +17 +0.2%
WSWA
432
Warren Street Wealth Advisors
California
$625K -$3.02M -46,473 -83%
WH
433
Willner & Heller
California
$622K -$120K -1,850 -18%
MFA
434
McClarren Financial Advisors
Pennsylvania
$622K -$130 -2 -0%
USCWA
435
U.S. Capital Wealth Advisors
Texas
$621K -$10.9M -168,038 -95%
LFM
436
Lumina Fund Management
New York
$620K +$610K +9,370 New
CG
437
Colony Group
Massachusetts
$614K -$447K -6,863 -43%
LJAC
438
L.J. Altfest & Co
New York
$607K -$87.7K -1,347 -13%
CB
439
Community Bank
New York
$605K -$70.8K -1,088 -11%
LAS
440
LWM Advisory Services
Florida
$597K +$101K +1,554 +21%
SMA
441
Sage Mountain Advisors
Georgia
$590K
BG
442
Benedetti & Gucer
Georgia
$588K -$20.1K -309 -3%
CG
443
Cutler Group
California
$582K +$573K +8,800 New
PCA
444
Permit Capital Advisors
Pennsylvania
$581K +$601K +9,231 New
3F
445
360 Financial
Minnesota
$580K -$87.5K -1,345 -12%
BA
446
Ballast Advisors
Minnesota
$573K -$5.01K -77 -0.9%
SPC
447
Sigma Planning Corp
Michigan
$560K -$155K -2,384 -22%
SI
448
Stephens Inc
Arkansas
$557K +$26.4K +406 +5%
IP
449
Ignite Planners
California
$555K +$31K +476 +5%
GT
450
Glenmede Trust
Pennsylvania
$553K

SPYG Hedge Fund Activity: Q1 2022 in Review

713 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2022, worth a combined $9.52B — down 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPYG positions and 82 closed out — a net gain of 3 holders — while 301 added to existing stakes and 237 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $77.8M. The largest seller was Envestnet Asset Management, cutting an estimated $745M.

  • 713 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2022, down from 722 in Q4 2021.
  • Funds reported $9.52B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2022 and 82 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2022 was Financial Engines Advisors, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $745M sold.

Based on aggregated 13F filings for Q1 2022.